Zoho CRM integration: Allow Accounts and Potentials

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rivertech1

Asked on November 22, 2013 at 12:47 PM

Need to allow Duplicate records based upon the same email address....as we have one form broken down into several forms.

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1) For a Student

2) For the Parent

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Sometime the Student uses the parents email address and then the Parents record isn't sent to Zoho CRM.

Upon checking your form I see the settings for Unique submissions are disabled.

As this thread was posted a few hours ago, let us know¬† if upon setting this feature off, the issue continues

So we can escalate. The only problem I can think of right now, might be the UniqueID field you have set up in your form, despite the fact this is not being sent to ZohoCRM. Let us know if you were able to sort this out, otherwise we might troubleshoot and probably escalate this to our developers

rivertech1

Answered on November 22, 2013 at 05:13 PM

To Jot Form Team,Thanks for the quick reply!Please escalate. Problem still persists.Note: My Account is a test account. The account of the live form is with Walkingtree.orgSeems to be related to the email ID on Jot Form - form 1, form 2 etc... and the Zoho CRM Integration to leads.We have several forms set up as serial forms. Form 1 for Student, Form 2 for Parent 1 and Form 3 for Parent 2. They should come into Zoho Leads as individual records that will be merged manually in Zoho during the conversion process.If the student uses/enters their PARENT's email ID in Form 1, then if the parents form uses that same email ID that Parents form 1 or 2 is skipped or Form 2 or 3 overwrites form 1 depending on how the Zoho CRM Integration "duplicate check" is set to - Option 1 UPDATE PREVIOUSLY ADDED or Option 2 DOESN'T ADD CONTACT IF IT EXISTS.Seems like we need a third option under the Zoho Integration - Option 3 - Allow Duplicates We have Zoho Leads set to Duplicates allowed.By the way.......is it possible for Jot Forms to integrate with Zoho CRM Accounts and Potentials?As I see it....Jot forms only integrates with Leads and Contacts.If Jot forms could integrate with Accounts and Potentials too.......we could create forms in Jot Forms that would create the account and add Contacts and Potentials under that account.Thus, Simple "contact us" forms could go to leads in Zoho....and Actual Orders/Applications could go directly into Zoho Accounts/Contacts/Potentials.The only reason we do not use Contacts at all....is because it's easier to use Leads to convert into Contacts/Accounts/Potentials.If we used Contacts vs Leads......we would then have to manually create the account, add/link each contact to the account and then manually add a potential. I know it can be done with the Zoho API.....but can Jot forms do it?Best regards,Rick(631) 846-8831 Website - http://www.uncloudit.comEmail - rick@uncloudit.comLinkedIn - www.linkedin.com/in/rickmcelroy---- On Fri, 22 Nov 2013 16:33:25 -0500 JotForm Support Forum<jotform@jotmails.com> wrote ---- A new response has been received:

Answered by Jeanette

Upon checking your form I see the settings for Unique submissions are disabled. As this thread was posted a few hours ago, let us know if upon setting this feature off, the issue continues So we can escalate. The only problem I can think of right now, might be the UniqueID field you have set up in your form, despite the fact this is not being sent to ZohoCRM. Let us know if you were able to sort this out, otherwise we might troubleshoot and probably escalate this to our developers

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Jeanette

Answered on November 22, 2013 at 10:49 PM

Reading your original post better, probably I missed something in between. You probably need a way for submitters to re-submit the form and still be able to overwrite this information at Zoho, right?

If that is the case, you just need to create an autoresponder¬† which will trigger a message to your submitters so they can update the info, you can then include¬† an edit link to it.

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I just tested this scenario and it worked on my case. Let us know if further help is needed

rivertech1

Answered on November 25, 2013 at 09:57 AM

Hi Jot Form Team,I don't think this is the resolution.1) We are using Jot Forms to submit a record(s) to the Zoho Leads module.2) The form is actually one form broken out into 5 forms.Form 1 - The High School Student FormForm 2 - The Guardian/Parent 1 of the StudentForm 3 - The Guardian/Parent 2 of the StudentForm 4 - The Teacher Reference 1 of the StudentFrom 5 - The Teacher Reference 2 of the StudentThe Reason we broke the form into 5 forms:If we combined all info on 1 form....it would create only 1 Lead Record in Zoho - And each lead record only has the ability to track emails based upon 1 PRIMARY email address.Thus, we wouldn't be able to send emails from Zoho Leads directly to each respective Contact with their unique email address.So the 5 forms include an Account field that links all the contacts together.In Zoho Leads - we then have 5 leads all using the same account ID.When we convert the first lead - we create a Contact/Account and a Potential in Zoho.The subsequent 4 Lead forms are ADDED to the Account when converted.The problem is: In Jot Form, The Zoho Integration only has two option regarding duplication checks:A) Update Previously AddedB) Doesn't add Lead/Contact if it exists.We need a third option; C) Allow Duplicate Leads/Contacts.ORWe need a way to use Jot Form to:Add to Contacts/Accounts/Potentials so we wouldn't have to integrate with Leads and Convert manually.Note: We could integrate with Contacts vs Leads.....but then we would have to manually create the Accounts and Potentials anyway.At least by integrating Jot Forms with Leads, the conversion process creates the Accounts and Potentials automatically.Ideally, it would be great to have a phone conversation to discuss the Zoho Integration.Best regards,Rick(631) 846-8831 Website - http://www.uncloudit.comEmail - rick@uncloudit.comLinkedIn - www.linkedin.com/in/rickmcelroy---- On Fri, 22 Nov 2013 22:49:16 -0500 JotForm Support Forum<jotform@jotmails.com> wrote ---- A new response has been received:

Answered by Jeanette

Reading your original post better, probably I missed something in between. You probably need a way for submitters to re-submit the form and still be able to overwrite this information at Zoho, right? If that is the case, you just need to create an autoresponder which will trigger a message to your submitters so they can update the info, you can then include an edit link to it.

I just tested this scenario and it worked on my case. Let us know if further help is needed

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Jeanette

Answered on November 25, 2013 at 12:07 PM

Thanks a lot for explaining in detail the scenario. I think that now I understand what you really want to accomplish to

In other words: you want that our current Zoho integration would allow Duplicate Leads/Contacts.

So far, the current integration will either add to Leads or to Contacts

But you would like to have a way to add to Contacts>Accounts>Potentials rather than integrating with Leads or Contacts and Converting¬† manually. Correct?

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I can see that Integrating with Contacts vs Leads, will¬† require to manually create the Accounts and Potentials anyway.

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I've created a ticket to request this feature. Hopefully our developers find this feasible to do

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rivertech1

Answered on November 25, 2013 at 12:14 PM

Dear Jot Form team,Yes.Option 1) We leave it to Leads....but need to allow duplicates and we ll convert all leads ourselves.Option 2) Change the forms to add to CONTACTS and get Jot Form to also integrate with Accounts and Potentials so we don't have to manually convert in Zoho. But would still need to allow duplicates.....as sometimes....the HS Student uses their Parentsemail address because they don't have an email address yet.Is it possible to discuss this on the phone?Best regards,Rick(631) 846-8831 Website - http://www.uncloudit.comEmail - rick@uncloudit.comLinkedIn - www.linkedin.com/in/rickmcelroy---- On Mon, 25 Nov 2013 12:07:29 -0500 JotForm Support Forum<jotform@jotmails.com> wrote ---- A new response has been received:

Answered by Jeanette

Thanks a lot for explaining in detail the scenario. I think that now I understand what you really want to accomplish to In other words: you want that our current Zoho integration would allow Duplicate Leads/Contacts. So far, the current integration will either add to Leads or to Contacts But you would like to have a way to add to Contacts>Accounts>Potentials rather than integrating with Leads or Contacts and Converting manually. Correct?

I can see that Integrating with Contacts vs Leads, will require to manually create the Accounts and Potentials anyway.

I've created a ticket to request this feature. Hopefully our developers find this feasible to do